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DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
351
Graves Light Lenhart Wealth
Virginia
$646K +$1.86K +58 +0.3%
CWM
352
CarsonAllaria Wealth Management
Illinois
$643K -$7.69K -239 -1%
JWM
353
JDH Wealth Management
California
$631K
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$629K -$614K -19,079 -50%
EH
355
Equitable Holdings
New York
$623K +$609K +18,930 New
FVIM
356
Fort Vancouver Investment Management
Washington
$620K
HA
357
Hanover Advisors
South Carolina
$617K +$75.7K +2,354 +14%
AFO
358
Aurelius Family Office
New Hampshire
$613K -$482 -15 -0.1%
CPW
359
Cogent Private Wealth
Florida
$592K +$579K +18,014 New
AWP
360
Astra Wealth Partners
New Jersey
$590K -$37.7K -1,173 -6%
HKIMG
361
Hutchens & Kramer Investment Management Group
Indiana
$589K -$80.9K -2,514 -12%
ALWM
362
Andrews Lucia Wealth Management
California
$588K -$804 -25 -0.1%
PMIM
363
Prudent Man Investment Management
Colorado
$577K +$107K +3,315 +23%
PA
364
Powerhouse Assets
Massachusetts
$574K +$561K +17,447 New
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$574K -$52.8K -1,641 -9%
JIC
366
Joel Isaacson & Co
New York
$565K +$2.25K +70 +0.4%
SWM
367
Spire Wealth Management
Virginia
$565K +$104K +3,238 +23%
SCM
368
SB Capital Management
California
$559K +$547K +17,006 New
FLPIM
369
F.L. Putnam Investment Management
Massachusetts
$555K -$84.6K -2,631 -13%
CA
370
Claris Advisors
Missouri
$553K +$26.1K +810 +5%
IA
371
IFP Advisors
Florida
$545K
VP
372
Verisail Partners
Georgia
$541K +$10.9K +338 +2%
CAM
373
Clark Asset Management
New Hampshire
$536K +$204K +6,354 +64%
KPWS
374
Kestra Private Wealth Services
Texas
$528K +$6.56K +204 +1%
2L
375
25 LLC
Missouri
$527K +$11.8K +366 +2%